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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $43,464 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $21,022 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,354 | $113,016-30.7% | $103,486-24.3% | $74,459+5.2% |
| Participation rate | 81.3% | 80.8%+0.5pp | 80.5%+0.8pp | 67.2%+14.1pp |
| Annual return | 16.41% | 23.24%-6.8pp | 23.93%-7.5pp | 1369.70%-1353.3pp |
| Employer contribution / active EE | $6,333 | $4,881+29.8% | $4,679+35.3% | $2,626+141.2% |
| Participant deferral / active EE | $4,722 | $7,279-35.1% | $6,628-28.8% | $4,350+8.6% |
| Admin fee / account holder | $327 | $1,709-80.9% | $9,354-96.5% | $1,945-83.2% |